Client Services Officer - Implementation Client Services Officer - Implementation …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
Are you looking to kick-start your career within financial planning? APPLY NOW! Your new company
This is a reputable boutique organisation that id dedicated to servicing high net worth clients and offering them tailored financial solutions. They are looking for a Client Services Officer to join their team and support the implementation of advice within the business.

Your new role
  • Responsible for the implementation of advice documents including SOAs, ROAs, review documents and applications.
  • Managing the upkeep of accurate data using Xplan
  • Ensuring that the documents are in line with the compliance standards required
  • Carrying out a range of administrative tasks within financial planning industry
What you'll need to succeed
  • Experience working within financial planning is preferred
  • A relevant degree is desired
  • You will have an eagerness to learn, be a strong team player and want to progress within Wealth
  • Exceptional written and verbal communication skills and strong interpersonal skills
What you'll get in return
This is a great opportunity to work for a distinguished advice firm where you will work closely with experience wealth professionals, have great industry exposure and be able to progress you career.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2576511
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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